See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,867 | $57,354+28.8% | $83,848-11.9% | $64,186+15.1% |
| Participation rate | 45.9% | 68.6%-22.7pp | 76.1%-30.2pp | 69.6%-23.6pp |
| Annual return | -5.55% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $285 | $2,545-88.8% | $3,631-92.2% | $2,381-88.0% |
| Participant deferral / active EE | $2,313 | $2,993-22.7% | $4,082-43.3% | $3,470-33.3% |
| Admin fee / account holder | $5,060 | $4,046+25.1% | $5,478-7.6% | $4,888+3.5% |